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Client-Customer Relations

Donna Leyens hears the following complaint from advisors/consultants all the time. “My clients pay me good money to advise them and then they don’t take my advice.” Perhaps you have experienced this phenomenon in your own life. Click to read more. more

Training Center

Sticking with the fundamentals is critical whether in baseball or business. For R. Stanfield Consulting, relationships is the number 1 fundamental to follow. more

People & Business

We’ve all had an experience with a crappy client. Stacy gives valuable steps as to when and how to disengage a client who is just 'wrong' for your practice. more

People & Business 5 Comments

With new technologies available, firms can utilize new strategies for running their firms. Office Tools Professional combines a suite of completely integrated core accountant/tax firm applications operated from a single interface. more

Training Center

This course introduces you to the world of CRM solutions for managing customer/client relationships. more

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